Simon Quick Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Simon Quick Advisors’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-396	Closed	-$9K	–	452
2021 Q1	$9K	Buy	+396	New	+$8.74K	﹤0.01%	393
2020 Q4	–	Sell	-5,372	Closed	-$102K	–	465
2020 Q3	$102K	Buy	+5,372	New	+$109K	0.03%	134
2019 Q2	–	Sell	-3,531	Closed	-$87K	–	502
2019 Q1	$87K	Buy	+3,531	New	+$83.7K	0.04%	133

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Simon Quick Advisors's EMLP Position: Q2 2021 in Review

Simon Quick Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2021, closing a stake of 396 shares — an estimated $9K sold.

Simon Quick Advisors first reported a position in EMLP in Q1 2019 and held it in 3 quarters. The position peaked at $102K in Q3 2020. 234 funds tracked by Wall St. Rank hold EMLP as of Q2 2021.

Simon Quick Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
Simon Quick Advisors sold 396 First Trust North American Energy Infrastructure Fund shares in Q2 2021, an estimated $9K.
Simon Quick Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 3 quarters.
Simon Quick Advisors's First Trust North American Energy Infrastructure Fund position peaked at $102K in Q3 2020.
234 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2021.

Based on Simon Quick Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.